Elliot Lewis

Elliot Lewis , CFA®,CAIA
Senior Vice President Investment Manager

235 Magrath Darby Blvd

Suite 300,

Mt Pleasant, SC 29464-2983

elliot.lewis@truist.com

Phone 843-720-5142

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About me

Background

Elliot is an Investment Manager with Truist.  He offers clients more than 15 years of Investment Management experience working with high-net-worth families on strategic and tactical asset allocation, portfolio construction, and monitoring of progress towards their financial goals.

Elliot holds the Chartered Financial Analyst (CFA®) and Chartered Alternative Investment Analyst (CAIA®) designations and has previously served as board member and President of CFA Society SC.  In his spare time, Elliot enjoys traveling and golf.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Business Administration in Finance
Georgia Southern University

Locations

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